See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $580,284 | $214,378+170.7% | $200,582+189.3% | $142,382+307.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.21% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $30,406 | $6,841+344.4% | $6,419+373.7% | $4,299+607.3% |
| Participant deferral / active EE | $16,358 | $9,865+65.8% | $9,331+75.3% | $6,507+151.4% |
| Admin fee / account holder | $26,598 | $17,692+50.3% | $16,305+63.1% | $12,624+110.7% |